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RJF in the 13F filings

Raymond James Financial Inc · CUSIP 754730109

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
14 Nov 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 6 listed it in both
Shares listed
21,514,496
combined, among listed positions
Reported value
$3.7bn
combined, at the quarter end

Among the 95 comparable managers: 5 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing RJF in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
Wellington Management Group LLP9,018,292$1.6bn0.27%Trimmed-550,33314 Nov 2025 (the filing on sec.gov)
Fidelity (FMR LLC)5,785,627$999m0.05%Trimmed-300,19213 Nov 2025 (the filing on sec.gov)
Invesco Ltd2,083,748$360m0.06%Trimmed-57,42413 Nov 2025 (the filing on sec.gov)
MFS Investment Management2,007,355$346m0.11%Trimmed-399,39429 Oct 2025 (the filing on sec.gov)
Millennium Management LLC1,406,856$243m0.10%Addedn.a.14 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC783,144$135m0.09%Added+242,55214 Nov 2025 (the filing on sec.gov)
Balyasny Asset Management LLC288,583$50m0.06%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP106,146$18m0.14%Newnew14 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP32,402$5.6munder 0.1%Newnew13 Nov 2025 (the filing on sec.gov)
First Eagle Investment Management LLC2,343$404kunder 0.1%Trimmed-1,37712 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
RJF by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$270mn.a.n.a.
Q3 20134$41mn.a.n.a.
Q4 20133$63mn.a.n.a.
Q1 20141$62mn.a.n.a.
Q2 20141$65mn.a.n.a.
Q3 20145$71mn.a.n.a.
Q4 20142$82mn.a.n.a.
Q1 20154$226mn.a.n.a.
Q2 20152$99mn.a.n.a.
Q3 20154$154mn.a.n.a.
Q4 20154$387mn.a.n.a.
Q1 20165$339mn.a.n.a.
Q2 20166$336mn.a.n.a.
Q3 20166$404mn.a.n.a.
Q4 201610$413mn.a.n.a.
Q1 20177$450mn.a.n.a.
Q2 201710$498mn.a.n.a.
Q3 20178$559mn.a.n.a.
Q4 201712$793mn.a.n.a.
Q1 20189$1.0bnn.a.n.a.
Q2 201811$1.3bnn.a.n.a.
Q3 20187$1.1bnn.a.n.a.
Q4 20186$723mn.a.n.a.
Q1 201910$618mn.a.n.a.
Q2 201912$796mn.a.n.a.
Q3 20199$672mn.a.n.a.
Q4 20196$1.1bnn.a.n.a.
Q1 20208$965mn.a.n.a.
Q2 20207$1.0bnn.a.n.a.
Q3 20207$801mn.a.n.a.
Q4 20208$1.0bnn.a.n.a.
Q1 20216$1.2bnn.a.n.a.
Q2 20215$1.1bnn.a.n.a.
Q3 20218$1.2bnn.a.n.a.
Q4 202112$1.2bnn.a.n.a.
Q1 202210$2.3bnn.a.n.a.
Q2 20228$1.9bnn.a.n.a.
Q3 20229$2.1bnn.a.n.a.
Q4 202210$2.6bnn.a.n.a.
Q1 202310$2.5bnn.a.n.a.
Q2 20238$2.7bnn.a.n.a.
Q3 20238$2.4bnn.a.n.a.
Q4 20238$2.7bn52
Q1 20249$3.0bn44
Q2 20247$2.6bn43
Q3 202411$3.0bn73
Q4 202411$3.5bn72
Q1 202510$3.1bn64
Q2 202510$3.3bn65
Q3 202510$3.7bn55
Q4 202513$3.4bn1814
Q1 202611$3.2bn1322
Q2 202613$3.2bn2016

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

RJF and V →RJF and AXP →RJF and BAC →Choose a stock to compare with RJF →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own RJF, latest filings →Back to the 13F Explorer →